Privacy Policy

Bethesda Financial Advisors, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share information when you visit our website at www.bethesdafinancial.com, and what rights you have in relation to your information.

1. Information We Collect

We may collect information about you in the following ways:

Personal Information
Information you voluntarily provide when you fill out a form, subscribe to our services, or contact us. This may include:

• Your name
• Email address
• Phone number
• Any other details you choose to provide

Automatically Collected Information
When you visit our website, we may automatically collect:

• IP address
• Browser type and version
• Device information
• Pages visited and time spent
• Date and time of your visit

We may use cookies or similar tracking technologies to help us understand how visitors interact with our site.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and manage your account
• Communicate with you, including updates and marketing messages
• Analyze site usage and improve the user experience
• Comply with legal obligations and protect our business

3. Sharing Your Information

We do not sell your personal information. We only share your data in limited circumstances:

With Service Providers
We may share your information with trusted third parties who perform services on our behalf, such as website hosting, email communications, or analytics.

For Legal Reasons
We may disclose your information if required to do so by law, court order, or valid legal process.

SMS Consent
We do not share your SMS consent or phone number with any third party.

4. Your Rights

Depending on where you live, you may have rights regarding your personal data:

• Right to Access: You can request a copy of the personal information we hold about you
• Right to Correct: You can request corrections to inaccurate or incomplete data
• Right to Delete: You can ask us to delete your personal information, with some exceptions
• Right to Data Portability: You can request a copy of your data in a machine-readable format
• Right to Opt-Out: You may opt out of the sale or specific uses of your personal data (if applicable)

To exercise any of these rights, please contact us using the information below.

5. How We Protect Your Information

We take data protection seriously and use reasonable safeguards to prevent unauthorized access, misuse, or disclosure of your personal information. However, no system is 100% secure, and we encourage you to protect your personal login credentials.

6. SMS Policy

By texting Bethesda Financial Advisors, LLC at 301-656-5600, you agree to receive Conversations (external) messages from Bethesda Financial Advisors, LLC.

• Reply STOP to opt-out
• Reply HELP for support
• Message and data rates may apply
• Messaging frequency may vary

Visit www.bethesdafinancial.com to view our Privacy Policy.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new effective date. We recommend checking this page periodically for updates.

8. Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please reach out:

Email: info@bethesdafinancial.com
Phone: (301) 656-5600
Mailing Address:
Bethesda Financial Advisors, LLC
7700 Geranium Street
Bethesda, MD 20817

By using our website, you consent to the terms of this Privacy Policy.